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ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151 · SEC 801-133920
2700 WYCLIFF ROAD, SUITE 360, RALEIGH, NC, 27607, United States
Phone
919-710-8665
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.3M
Discretionary AUM
$169.3M
Team
4 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.0M |
| High net worth individuals | 52 | $150.0M |
| Pension/profit sharing plans | 6 | $2.6M |
| Charitable organizations | 5 | $135K |
States served
CA, NC, TX
All web addresses on file
Official SEC filing: View on IAPD